UPDATED: February 2026
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In this course, Michael Finke, PhD, CFP® and Larry Swedroe provide an in-depth discussion of behavioral concepts related to investing and wealth management including investment factors and other violations of traditional finance theory, managing client behavioral investing mistakes, and building and managing portfolios that incorporate client biases and capture opportunities to improve performance.
Learning Objectives
Upon successful completion of this course, you will confidently be able to:
- Understand common violations of traditional finance theory
- Recognize opportunities for constructing more efficient portfolios
- Evaluate client biases that impact investment performance
- Develop communication strategies to help clients manage behavioral response to risk
Presenter
Michael Finke, PhD, CFP®
CFP® CE Credit
This content is eligible for two hours of CFP® continuing education (CE) credit.
If you hold the CFP® mark and would like to receive CFP Board CE credit for this content, please ensure your CFP® ID number is entered here.
The College’s Professional Recertification Program (PRP)
This content is eligible for two hours of PRP continuing education credit.
To begin, click on the button below. As you move through the content, make sure to mark each page complete by clicking on the appropriate button, and then click Next Lesson at the bottom of each page. Once you complete the entire activity, the progress bar will show 100%.
Investing in Behavioral Markets
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